Position in ULS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,010,960
+$229,714 QoQ
Shares Held
9,925
+8.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#189
of 388 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ULS Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Ascent Group, LLC holds $8,097,641 across 5 Specialty Business Services names. ULS ranks #3 (12.5% of the industry book) .
All Filings in ULS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,010,960 | 9,925 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $781,246 | 9,115 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $734,738 | 9,317 | Shares | Other | 2026-01-20 | |
| 2025-09-30 | $615,842 | 8,691 | Shares | Other | 2025-10-20 | |
| No filing history on record for this holder in this stock. | ||||||